+7,643.8%
LOW vs DAR
+1,481.7%
+6,162.1%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.2% | -4.0% | -1.9% |
| 7D | +0.1% | +9.2% | -9.1% | -0.6% |
| 30D | +21.3% | -12.3% | +33.5% | +22.3% |
| 3M | +6.0% | -12.7% | +18.7% | +6.8% |
| 6M | +2.6% | -12.8% | +15.3% | +3.2% |
| YTD | -3.6% | +53.8% | -57.4% | -7.1% |
| 1Y | -1.0% | +60.3% | -61.2% | -4.9% |
| 3Y | +24.2% | +31.7% | -7.6% | +19.8% |
| 5Y | +6.3% | -27.7% | +34.1% | +6.3% |
| 10Y | +294.1% | +309.8% | -15.7% | +250.3% |
| All | +7,643.8% | +1,481.7% | +6,162.1% | +5,248.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded DAR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling